Create accurate invoices from completed HVAC work, collect payment in the field, manage receivables, and preserve the labor, material, approval, and customer context behind every charge.
HVAC revenue from completion through reconciliation
Nexus carries approved scope, equipment, refrigerant, filters, repair parts, warehouse stock, and technician truck inventory, labor activity, signatures, customer details, and completion history into billing instead of asking the office to reconstruct the transaction.
Run a simple workflow synced to QuickBooks or Sage, or use the full Nexus accounting suite for transactions, A/R, tax, banking, vendors, journal entries, and close review.
Build the invoice from the job, present it while the work is fresh, collect payment, and give finance the original service context for receivables, job-cost review, and reconciliation.
Carry diagnostic work, repairs, maintenance, replacement options, equipment, labor, and seasonal pricing rules and approved changes into the invoice.
Give the field and office a connected path to present balances and record payment.
Compare revenue with labor, equipment, refrigerant, filters, repair parts, warehouse stock, and technician truck inventory, purchasing, and completion data.
An invoice should explain what was approved, performed, used, and collected. Nexus keeps that detail connected to the customer and job rather than turning billing into a disconnected document workflow.
Finance can follow balances, exceptions, recovery activity, deposits, taxes, and accounting status while retaining the operational history needed to answer questions.
Use approved estimates, pricebook items, materials, forms, and signatures already attached to the job.
Present the balance and capture payment before context and urgency fade.
Keep customer communication, balance history, and recovery actions connected.
Review revenue, costs, margin, deposits, and accounting status from shared operating data.
Calling, SMS, automation, marketing tools, and Galileo by Nexus are part of the platform—not separate products you have to stitch together.
For solo founders and small crews
For growing service companies
For larger teams ready to scale
Yes. Approved scope, equipment, refrigerant, filters, repair parts, warehouse stock, and technician truck inventory, labor, signatures, and completion details can flow into the invoice and field payment workflow.
Nexus supports QuickBooks and Sage synchronization as well as native receivables, banking, tax, vendor, and journal workflows.
Yes. Nexus provides mobile access to the customer, location, schedule, job, documentation, communication, estimate, invoice, payment, inventory, and purchasing workflows appropriate to each role.
Yes. Business units, roles, permissions, job types, forms, automations, notifications, and approval paths can be configured around the way the company operates.
Yes. Connected operational records can feed configurable dashboards, custom reports, scheduled delivery, CSV or XLSX exports, and Galileo-assisted analysis.
Book a focused walkthrough using your no-cool and no-heat calls, maintenance visits, diagnostics, replacements, and installations, team structure, and operating rules.
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